The Accounts Receivable tile displays the selected matter’s current accounts receivable balance and the last payment made. The accounts receivable balance is calculated as follows:

   Fees Due

+ Expenses Due

+ Advances Due

+ Finance Charge Due

+ Sales Tax Due

- Unprocessed Payments

===================

Accounts Receivable Balance

 

Note: You must have access rights to one of the following reports in order to view Accounts Receivable information on this tile:

If you do not have access rights to at least one of these reports, “N/A” will be displayed instead.

Click the  button to open the Past Due and Activity Information window for the selected matter.

Hover the mouse over the balance amount to view a quick summary of the matter’s current accounts receivable.

The Last Payment section displays the Amount and Date of the matter’s most recent payment or “N/A” if no payments have been received for the matter. Click the payment information displayed to open the payment in the Payment Entry window.

Note: Archived payments cannot be opened in the Payment Entry window.

AUTOPAY is displayed when an automatic payment has been scheduled but not yet processed. Hover over the AUTOPAY text for additional information regarding the automatic payment. Click the AUTOPAY text to open the Tabs3 Pay Web Portal to the Scheduled Invoices page.

Note: You must have the Browse Payments access right in order to view the Last Payment information. If you do not have this access right, “N/A” will be displayed instead.